DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner21 years in industry

MARY KATHRYN KONETZNY

Advisor at TRUEFOCUS FINANCIAL PARTNERS

NORTH KINGSTOWN, RI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:17d04c97-7d5d-d6f3-1fc0-a9cbcbf1c6f3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: May 7, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: TRUEFOCUS FINANCIAL PARTNERS
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 23, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66|S63
First exam: May 23, 2005
First registration: May 7, 2007
Dual registered: no
Other names: MARY KONETZY|MARY KATHRYN KONETZY|MARY KATHRYN KONETZNY|MARY K. HOEY|MARY KATHRYN KONETZNY|MARY KATHRYN HOEY
IAPD individual key: 4934357

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TRUEFOCUS FINANCIAL PARTNERS	State registered	Sep 25, 2023	n/a	yes	NORTH KINGSTOWN, RI	Current employment
MONTIS FINANCIAL, LLC	Independent wealth	Feb 6, 2018	May 8, 2023	no	WALTHAM, MA	Previous registration
RWA WEALTH PARTNERS	Independent wealth	Feb 6, 2017	Aug 7, 2017	no	Needham, MA\|BOSTON, MA	Previous registration
BRAVER WEALTH MANAGEMENT, LLC	Former SEC adviser	Jan 14, 2011	Feb 21, 2017	no	NEEDHAM, MA	Previous registration
EATON VANCE MANAGEMENT	Asset manager	Aug 12, 2008	Dec 2, 2010	no	BOSTON, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	May 7, 2007	May 9, 2008	no	BOSTON, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MONTIS FINANCIAL, LLC	TRUEFOCUS FINANCIAL PARTNERS	May 8, 2023	Sep 25, 2023	140	Firm change	RIA to state RIA
RWA WEALTH PARTNERS	MONTIS FINANCIAL, LLC	Aug 7, 2017	Feb 6, 2018	183	Firm change	Other
BRAVER WEALTH MANAGEMENT, LLC	RWA WEALTH PARTNERS	Feb 21, 2017	Feb 6, 2017	-15	Firm change	Other
EATON VANCE MANAGEMENT	BRAVER WEALTH MANAGEMENT, LLC	Dec 2, 2010	Jan 14, 2011	43	Firm change	Other
STRATEGIC ADVISERS LLC	EATON VANCE MANAGEMENT	May 9, 2008	Aug 12, 2008	95	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
163986:326003:MA:2023-05-08	May 8, 2023	Sep 25, 2023	WALTHAM, MA	Firm change
104747:156984:MA:2017-02-21	Feb 21, 2017	Feb 6, 2017	NEEDHAM, MA	Firm change

Relationships

Registered with (6)

→ TRUEFOCUS FINANCIAL PARTNERSRegistered adviserregistration: current employment
Sep 25, 2023 to presentfactForm ADV
→ MONTIS FINANCIAL, LLCRegistered adviserregistration: previous registration
Feb 6, 2018 to May 8, 2023factForm ADV
→ RWA WEALTH PARTNERSRegistered adviserregistration: previous registration
Feb 6, 2017 to Aug 7, 2017factForm ADV
→ BRAVER WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 14, 2011 to Feb 21, 2017factForm ADV
→ EATON VANCE MANAGEMENTRegistered adviserregistration: previous registration
Aug 12, 2008 to Dec 2, 2010factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
May 7, 2007 to May 9, 2008factForm ADV

Dated events

Occurred
May 8, 2023
Advisor changed firm
Mary Kathryn Konetzny left Montis Financial, Llc for Truefocus Financial Partners (registered 2023-09-25)
Form ADVobserved 4 days ago